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"I just wanted to say that both Jim and Kristi were excellent instructors and the classes and materials have been well worth the investment of time and money. thanks!"

- Terry Backmann

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Guarantee to Pass Package

Review Ready
Challenge Candidate Course
Plan Presentation Course
CE Ethics Course

CFP Review Course - Prepare for The CFP Exam


THE DALTON REVIEW® is a comprehensive  CFP review and preparation course for those wanting to pass the Certified Financial Planner exam.  Our CFP review consists of a Pre-Study Program, Live Review Classes, and a Post-Study Program. Our eReview is an Instructor Led CFP Examination Review course provided via the internet or in a live classroom setting. Students and instructors can communicate using their computer with speakers and a headset. All CFP review classes are recorded so you can play them back anytime ... Learn more about how the CFP Review can prepare you to pass the CFP Exam

Benefits of Our Online eReview or Our Traditional Classroom CFP Review:

  • Online Convenience: Our eReview lets you study and review material for the CFP® exam over the Internet.  Attend live eReview classes or listen to the archived version at a time that is more convenient for you.  With the eReview, there is no travel, no traffic and no overnight stays.  Take eReview classes from the convenience of your home or office.  If you attend the traditional classroom review, you also have access to the live eReview and recorded eReview sessions.

  • Real-Time with Outstanding Faculty: In the eReview, communicate with instructors and other students using a headset or just listen using your computer's speakers. Private and public text chatting is also available.  Our teachers are the best CFP® exam review Instructors in the country.

  • Pass Rates: We have a comprehensive program that reviews and teaches you the material, to put you in position to answer a question, regardless of how it's asked and pass the CFP® exam on your first try.  The curriculum was developed by former members of the CFP® Board of Examiners (now CFP Board's Council on Examinations), which is why we consistently have the highest pass rates on the CFP® exam in the country, between 70-80%, depending on the exam.

  • Live Instruction - Internet Delivered: The eReview offers live instruction, over the Internet.  It is not self study over the Internet.  Our instructors are available for questions in the virtual classroom during office hours, during the live CFP® review and during our post review Q&A sessions.  Our instructors are also available via email or phone anytime.  Learn about our plan to help you pass the CFP Exam and what material is included in the review course.

The traditional classroom CFP® review is held in Atlanta, Chicago, DC, Houston, LA, NYC and San Francisco.  Please see our CFP Review Class Schedule page for the dates and times of the eReview and traditional classroom review in Atlanta, Boston, Chicago, DC, LA, NYU.


We Promise You Will Succeed: Enroll in the review course now and attend the review twice, at no extra charge, before taking the CFP® Certification Examination.  Simply attend the review while still in your education program, then attend it again when you’re finished with your education program.

Our Promise to You: If you don’t pass the CFP® exam, then take the review again for free.


Important changes to the education requirement to the CFP® Certification Examination

Starting January 1, 2012, students that have not started a CFP® Board Registered education program and challenge candidates will be required to complete an additional course.  This new course will require students to prepare and orally present a financial plan.  Challenge candidates should register for the November 2011 exam if they do not want to complete the new education requirement in 2012.  For more information, please watch this video.

THE DALTON REVIEW® fills up quickly, so Register Today!

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and Certified Financial Planner™ which it awards to individuals who successfully complete initial and ongoing certification requirements.

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© 2008 Dalton Education, LLC: All Rights Reserved Worldwide: Contact Us: (877) 426-2373: 5400 Laurel Springs Pkwy, Ste 202, Suwanee, GA 30024: Sitemap: privacy_policy : Atlanta Web Development :The CFP Board does not endorse, support, recommend or otherwise take any position with respect to the courses or materials of any review course provider for the CFP® Certification Examination.